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Get your taxes done using TurboTax
Thank you!
After going back through and editing the import I was able to find the option.
It wasn't intuitive by the way it asked the questions but i got it to work and after generating the forms the 1099-R Summary was correct.
One other thing I saw is that TT was trying to force me to enter info about Form 5498 (IRA Contributions) which isn't required or isn't even sent out until May.
I was able to just ignore the page and continue, but I'm not sure why it's being asked.
‎February 19, 2025
9:34 AM